YTD Function Help

[lnjwilliamson86]

Hi, 

I am trying to perform a simple TOTALYTD function and have used to add up the number of applications recevied in a fiscal year. 

I added a column with the formula :

FYTD Leak Remission Applications Approved = TOTALYTD(SUM(Datasheet[1. Leak remission applications approved]),'Date'[Date],"06/30")

The date comes from a date table that i have added and populated useding the CALENDARAUTO function.

The forumla is not returning the cummulative total and is returing the individual values. Ultimately I want to graph the YTD on a line graph

I am wondering what I am missing as I have searched arounf the forums and it appears Im implemeting the formula correctly. 

Thanks. 

[Ashish_Mathur · Accepted solution]

Hi,

Ensure that the date you drag from into your visual is from the Date Table.  Also does this work?

=CALCULATE(SUM(Datasheet[1. Leak remission applications approved]),DATESYTD('Date'[Date],"6/30"))

Does it work if you change the input to "30/6"?

[Phil_Seamark · Accepted solution]

did you try @Ashish_Mathur suggestion about making sure you use the date field from your date table on the axis of your visual?

[Phil_Seamark]

Hi @lnjwilliamson86

Your code works fine for me.  Have you created it as a calculated measure and do you have a relationship between your Datasheet table and your Date table?

[lnjwilliamson86]

Hi @Phil_Seamark

Thank you for replying so quickly!

I have a many to one with a single cross filter direction relationship between my datasheet table and date table.

I created it as a new column and i halso tried as a new meaure and neither seems to be working.

[Phil_Seamark · Accepted solution]

did you try @Ashish_Mathur suggestion about making sure you use the date field from your date table on the axis of your visual?

[Ashish_Mathur · Accepted solution]

Hi,

Ensure that the date you drag from into your visual is from the Date Table.  Also does this work?

=CALCULATE(SUM(Datasheet[1. Leak remission applications approved]),DATESYTD('Date'[Date],"6/30"))

Does it work if you change the input to "30/6"?

[lnjwilliamson86 · Accepted solution]

Thanks @Ashish_Mathur and @Phil_Seamark

Using the date column made my visual work perfectly!